Ken Fisher’s Stem STEM Stock Holding History

Ken Fisher’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-862	Closed	-$19.1K	–	1015
2024 Q2	$19.1K	Buy	+862	New	+$25.3K	﹤0.01%	979
2023 Q4	–	Sell	-625	Closed	-$53K	–	1114
2023 Q3	$53K	Buy	+625	New	+$71.4K	﹤0.01%	1067

Other funds holding STEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ken Fisher's STEM Position: Q3 2024 in Review

Ken Fisher sold out of Stem (STEM) in Q3 2024, closing a stake of 862 shares — an estimated $19.1K sold.

Ken Fisher first reported a position in STEM in Q3 2023 and held it in 2 quarters. The position peaked at $53K in Q3 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Ken Fisher reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Ken Fisher sold 862 Stem shares in Q3 2024, an estimated $19.1K.
Ken Fisher first reported a position in Stem in Q3 2023 and held it in 2 quarters.
Ken Fisher's Stem position peaked at $53K in Q3 2023.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.